Cheetah

Cheetah Cheetah is a leading Trust & Investment software developer to the Wealth Management industry

Cheetah, a business unit of Accutech Systems Corp., provides solutions for trust accounting, investment management, trading, reporting, and advanced portfolio management, enabling wealth managers to grow their business.

Trust institutions managing multigenerational wealth face a data challenge that goes beyond the typical contract cycle. ...
06/02/2026

Trust institutions managing multigenerational wealth face a data challenge that goes beyond the typical contract cycle. Records need to remain secure, accessible, and compliant for decades — and that requires contractual clarity and infrastructure transparency from day one.

Regulators expect institutions to know not only how data is protected, but where it physically resides and who can access it. Ownership clauses, access rights, and data portability aren’t just legal fine print. They’re operational safeguards.

Learn more. Link in comments.

Great sessions. Great scenery. The Hunt ’26 is coming to The Westin Savannah Harbor Golf Resort + Spa — a four-diamond ...
05/30/2026

Great sessions. Great scenery.

The Hunt ’26 is coming to The Westin Savannah Harbor Golf Resort + Spa — a four-diamond property overlooking the Savannah River with easy ferry access to the Historic District. November in Savannah means mild weather, Southern hospitality, and a setting that makes three days of professional development feel like anything but a chore.

Early bird pricing ends tomorrow. Book your spot now while it's still available and save $100. Register at https://hubs.ly/Q04gwC9Y0.

The integration between Cheetah and Orion is about more than technology — it reflects where the wealth management indust...
05/28/2026

The integration between Cheetah and Orion is about more than technology — it reflects where the wealth management industry is heading. Trust administration and investment management are no longer operating in separate lanes. Clients expect their institutions to manage the full relationship.

By connecting Cheetah’s trust accounting expertise with Orion’s portfolio management and trading capabilities, firms get a more competitive operating model built for growth, generational wealth transfer, and rising client expectations.

Learn more. Link in comments.

Small operational tasks add up quickly.Many trust teams are moving away from manual processes in favor of more connected...
05/27/2026

Small operational tasks add up quickly.

Many trust teams are moving away from manual processes in favor of more connected, streamlined workflows that support long-term efficiency and growth. Discover more in our recent blog: https://hubs.ly/Q04hfgjn0

Data portability is a safeguard — and it’s one that’s easy to overlook until it’s needed. If transitioning away from a v...
05/26/2026

Data portability is a safeguard — and it’s one that’s easy to overlook until it’s needed. If transitioning away from a vendor would be complicated because extracting data is difficult, that dependency is a risk worth examining now.

Infrastructure transparency builds confidence with boards, auditors, and regulators. It signals that an institution understands its risk posture and has taken steps to protect client information within a defined, accountable framework. That’s not just good IT practice. It’s good business.

Link in comments.

Trust institutions are increasingly competing with RIAs as clients seek more robust investment options. At the same time...
05/25/2026

Trust institutions are increasingly competing with RIAs as clients seek more robust investment options. At the same time, RIAs are looking to retain assets in-house by offering trust services. The line between trust administration and investment management is blurring — and the firms that thrive will be the ones with technology built to handle both.

The Cheetah + Orion integration gives institutions a path forward: one connected workflow that supports the full client relationship without compromise.

Learn more. https://hubs.ly/Q04gwHmr0

This Memorial Day, we honor and remember all those who made the ultimate sacrifice for our freedom. Their bravery and de...
05/25/2026

This Memorial Day, we honor and remember all those who made the ultimate sacrifice for our freedom. Their bravery and dedication inspires us every day.

Thank you to all who have served and continue to serve.

Every year, The Hunt brings together trust and wealth management professionals from across the country to share what's w...
05/22/2026

Every year, The Hunt brings together trust and wealth management professionals from across the country to share what's working, what's changing, and what's next. The conversations that happen in the hallways are just as valuable as the ones on stage.

If you're a Cheetah client looking to get more from the platform — or a leader trying to build a stronger operational foundation — this is the place to be.

Early bird pricing ends May 31. Register at https://hubs.ly/Q04gwwhr0.

For a long time, financial institutions had to choose between strong investment platforms with limited trust functionali...
05/21/2026

For a long time, financial institutions had to choose between strong investment platforms with limited trust functionality and legacy trust systems that couldn’t keep up with modern portfolio demands. That tradeoff is no longer acceptable.

The Cheetah + Orion integration was built to close that gap — giving trust teams access to Orion’s trading infrastructure and portfolio management tools, while RIAs expanding into trust gain Cheetah’s trust accounting, tax reporting, and administrative workflows.

Learn more. Link in comments.

“It’s the best planning platform I’ve worked with.”That’s Colin Fry, Financial Investment Advisor at Orrstown Bank, on C...
05/19/2026

“It’s the best planning platform I’ve worked with.”

That’s Colin Fry, Financial Investment Advisor at Orrstown Bank, on Cheetah Financial Planning. For his team, the switch meant more than better software — it meant better client conversations, stronger tax and estate planning capabilities, and workflows that support the work instead of slowing it down.

Learn more. Link in comments.

Address

115 South Walnut Street
Muncie, IN
47305

Telephone

+17657223000

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